Lead Client Advisor-Small Business and Tax

517569BR Title: Lead Client Advisor-Small Business and Tax What you'll do... : Apply principles of accounting to analyze financial information and prepare financial reports and prepare corporate entity and partnership returns. Prepare business income tax returns and statements for audits. Prepare, submit and manage tax statements and return for businesses and clients. Provide advice on financial and tax matters and should have an in-depth knowledge of the regulations, laws and acts that govern the process. Serve as business advisor to our clients aiming at maximizing engagement and achieving qualitative outcomes. Day to Day, you'll... Prepare complex tax statements, financial statements and BAS statements at required intervals Create and return statements and documents to clients by set deadlines Preparing business income tax returns and statements for audits Manage tax administration responsibilities required of assigned accounts include tax code research, tax return preparation, and tax planning Identify areas where clients and businesses can reduce tax, make claims and increase profit Engage regularly with clients and maintaining strong relationships Stay current with knowledge of federal and state tax laws, regulatory and compliance requirements, and tax planning techniques. Regularly research financial landscape and market trends. Assist with month-end, quarter-end, and year-end analysis of accounts for assigned lines of business. Validate the accuracy of data from subsystems. Process subsystems or subsidiary interfaces. Validate the accuracy of the interfaced data. Perform follow up and resolution of determined issues. Provides guidance and assistance to Tax Accountants and Senior Tax Accountants as needed. Job ID: 517569BR Address1: 10001 ALLIANCE RD City: CINCINNATI State: Ohio About H&R Block... : H&R Block's purpose is simple: To provide help and inspire confidence in our clients and communities everywhere. We've been true to that purpose since brothers Henry and Richard Bloch founded our company in 1955. Since then, we've grown to have approximately 12,000 offices throughout the United States and around the world. We are a people company first and a tax company second. People who join H&R Block say it feels like being part of something bigger. A place with an amazing and storied history, but with a strong and urgent focus on the future. Maybe it's how determined, forward thinking and innovative we are, or how accessible our leadership is. We believe it's all those things, and much more. H&R Block is committed to diversity and inclusion and is proud to be an equal opportunity employer. We consider qualified applicants regardless of race, color, religion, creed, gender, national origin, age, disability, veteran status, marital status, sex, gender expression or identity, sexual orientation, citizenship, or any other legally protected class. All qualified applicants are welcomed and encouraged to apply. Employee Type: Regular It would be even better if you also had... : Experience with PeopleSoft general ledger and query preferred Possessing strong knowledge of tax law and statutory regulations What you'll bring to the team... : Education: Bachelor's degree in a related field or the equivalent through a combination of education and related work experience. Work Experience: 8 years Minimum related work experience Posting Title: Lead Client Advisor-Small Business and Tax Sponsored Job: #indeedkm #LI-KM2 Job Family: Small Business WOTC Eligibility Check: Yes

Created: 2024-10-19